东吴证券股份有限公司关于 长华控股集团股份有限公司募投项目延期的核查意见 东吴证券股份有限公司（以下简称"东吴证券"或"保荐机构"）作为长华控 股集团股份有限公司（以下简称"长华集团"或"公司"）非公开发行股票的保荐 机构，根据《证券发行上市保荐业务管理办法》、《上海证券交易所股票上市规则》、 《上市公司募集资金监管规则》、《上海证券交易所上市公司自律监管指引第 1 号 ——规范运作》等有关规定，对长华集团募投项目延期事项进行了核查，具体情况 如下： 一、募集资金基本情况 经中国证券监督管理委员会《关于核准浙江长华汽车零部件股份有限公司非 公开发行股票的批复》（证监许可〔2021〕3676 号）核准，公司非公开发行人民 币普通股（A 股）51,806,353 股，每股发行价为人民币 14.67 元，募集资金总额 为人民币 759,999,198.51 元，扣除各项发行费用（不含税）人民币 7,026,232.41 元，实际募集资金净额为人民币 752,972,966.10 元。募集资金已于 2022 年 3 月 9 日存入募集资金专户，立信会计师事务所（特殊普通合伙）对本次发行的资金 到位情况进行了审验，并出 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 长华控股集团股份有限公司（以下简称"公司"）于 2026 年 3 月 20 日召开第三 届董事会第十三次会议，审议通过了《关于授权董事长对外投资审批权限的议案》， 相关公告内容如下： 证券代码：605018 证券简称：长华集团 公告编号：2026-006 长华控股集团股份有限公司 关于授权董事长对外投资审批权限的公告 特此公告。 长华控股集团股份有限公司董事会 2026 年 3 月 20 日 为了提高公司的决策效率，及时抓住机会投资符合公司战略发展方向的投资项目， 促进公司发展，根据《公司章程》《对外投资管理制度》等关于董事会对外投资审批 权限的规定，公司董事会拟授权公司董事长王长土先生在连续 12 个月累积投资总额 不超过公司最近一期经审计的净资产 10%的限额内行使对外投资的审批权限（关联交 易除外），包括但不限于进行独资、合资、投资固定资产、收购并购以及签订战略合 作、框架协议、合作意向书等事项。该交易涉及的资产总额同时存在账面值和评估值 的，以较高者作为计算数据。授权期限 ...

重要内容提示： 本次涉及延期的募投项目名称：年产 20 亿件汽车高强度紧固件生产线建 设项目（二期）（以下简称"募投项目"） 募投项目延期情况：在募投项目实施主体、募集资金用途及投资项目规 模不发生变更的情况下，将募投项目达到预定可使用状态的日期延期至 2026 年 12 月末。 证券代码：605018 证券简称：长华集团 公告编号：2026-005 长华控股集团股份有限公司 关于募投项目延期的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 长华控股集团股份有限公司（以下简称"公司"）于 2026 年 3 月 20 日 召开第三届董事会第十三次会议，审议通过了《关于募投项目延期的议案》，保 荐机构东吴证券股份有限公司对本事项出具了核查意见。本次募投项目延期事项 无需提交公司股东会审议。 一、募集资金基本情况 经中国证券监督管理委员会《关于核准浙江长华汽车零部件股份有限公司非公开 发行股票的批复》（证监许可〔2021〕3676 号）核准，公司非公开发行人民币普通 股（A 股）51,806,353 股，每股发行价为人民币 1 ...

证券代码：605018 证券简称：长华集团 公告编号：2026-004 长华控股集团股份有限公司 第三届董事会第十三次会议决议公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 长华控股集团股份有限公司（以下简称"公司"）第三届董事会第十三次会 议通知于 2026 年 3 月 13 日以电子邮件方式发出，会议于 2026 年 3 月 20 日在公 司会议室以现场加通讯方式召开。本次会议应出席董事 7 人，实际出席董事 7 人（其中以通讯表决方式出席会议的人数为 4 人）。公司董事长王长土先生主持 本次会议，公司高级管理人员列席了本次会议。本次董事会会议的召开符合《中 华人民共和国公司法》等法律、行政法规、部门规章、规范性文件以及《公司章 程》的有关规定。 二、董事会会议审议情况 （一）审议通过《关于募投项目延期的议案》 具体内容详见同日披露于上海证券交易所网站（www.sse.com.cn)及指定媒 体的公司《关于募投项目延期的公告》（公告编号：2026-005）。 表决结果：同意 7 票；反对 0 票；弃权 0 票。 保荐 ...

Group 1 - The core point of the article is that Changhua Group reported a total of 16,799 shareholders as of the market close on February 13, 2026 [2]

Investment Highlights - The SW Auto Parts Index increased by 1.69% this week, ranking 3rd among SW Auto sectors, with a year-to-date increase of 4.94% [3][12] - The latest PE (TTM) for SW Auto Parts is at the 85.68% historical percentile, while the PB (LF) is at the 79.62% historical percentile [3][35] - The trading activity in the auto parts sector has shown a gradual increase since February [3][30] Robotics Sector Review - The Wande Robotics Index rose by 2.27% this week, with a year-to-date increase of 2.54%, outperforming the SW Auto Parts sector by 0.58% [4][12] - The latest PE (TTM) for the robotics sector is at the 73.90% percentile for the past year, and the PB (LF) is at the 78.31% percentile [4][46] - The trading heat in the robotics sector is at a low point since 2025 [4][40] Key Company Developments - Sensible Group will establish a joint venture in North America with Green Harmony for robotic joint modules [5] - Top Group forecasts 2025 revenue between 28.75 billion to 30.35 billion yuan, with a net profit of 2.6 billion to 2.9 billion yuan [5] - Feilong Co. increased its investment in Longtai Company by 732 million yuan [5] - New Spring established a wholly-owned subsidiary in Shanghai [5] Top Performers of the Week - The top five gainers this week include: - Precision Forging Technology +28.98% - Sensible Group +17.05% - Naisite +16.22% - Yinlun Co. +7.73% - Changhua Group +7.34% [6][54] Major Events - The release of the world's first warehouse robot Gino 1 by Jizhi Jia [8] - Xiaomi open-sourced its first-generation robot VLA large model [8] - UBTECH and the humanoid robot innovation center launched the full-size research humanoid robot "Tiangong Walker DEX" [8] Investment Recommendations - For auto parts, focus on structural opportunities by selecting product-oriented companies and those entering high-value sectors to increase ASP, with a priority on companies expanding capacity in Europe, North America, and Southeast Asia [9] - For robotics, look for certainty in opportunities, especially with the anticipated release of Optimus V3 in Q1 2026, and monitor the order timeline and application deployment by domestic companies like Xiaopeng, Yuzhu, and Zhiyuan [9] - Recommended stocks based on EPS include: Fuyao Glass, Xingyu Co., Sensible Group, Junsheng Electronics, and Xingyuan Zhuomei, with New Spring as a focus [9] - Recommended stocks based on PE include: Top Group, Junsheng Electronics, Shuanghuan Transmission, Sensible Group, Yinlun Co., and Feilong Co., with a focus on Yapu Co. and Daimai Co. [9]

Group 1 - The A-share market saw a strong performance in robotics-related stocks, with notable gains in several companies [1] - Jingzhu Technology (精锻科技) increased by over 17%, while Yimikang (依米康) rose by over 11% [1] - Other companies such as Bohai Automotive (渤海汽车), Chuanrun Co. (川润股份), and Dongyangguang (东阳光) reached the daily limit of 10% increase [1] Group 2 - The following table summarizes the performance of key stocks in the robotics sector, including their percentage increase and market capitalization: - Jingzhu Technology (300258): +17.52%, Market Cap: 9.419 billion [2] - Yimikang (300249): +11.51%, Market Cap: 7.849 billion [2] - Bohai Automotive (600960): +10.10%, Market Cap: 5.389 billion [2] - Chuanrun Co. (002272): +10.02%, Market Cap: 8.786 billion [2] - Dongyangguang (600673): +10.02%, Market Cap: 110.1 billion [2] - Other notable stocks include Bojie Co. (博杰股份), Rifa Precision Machinery (日发精机), and Changhua Group (长华集团) with increases around 10% [2]

Group 1 - The core point of the article is that Changhua Group reported its shareholder count as of February 10, 2026, which stands at 14,809 households [2]

Group 1 - The core point of the article is that Changhua Group (605018) reported its shareholder count as of January 30, 2026, which stands at 14,621 households [1]

Core Insights - The motorcycle industry in China is experiencing significant growth, particularly highlighted by the performance of Jiangmen Changhua Group Co., Ltd. in 2025, with a production increase of 60.26% and sales growth of 60.26% in December alone [1] - Cumulative production for the year 2025 reached 138,961 units, reflecting a year-on-year growth of 36.11%, while total sales for the same period were 139,361 units, marking a growth of 35.75% [1] Company Performance - Jiangmen Changhua Group Co., Ltd. achieved a production and sales rate of 100% in December 2025, indicating no inventory backlog [1] - The company’s strong performance in both production and sales suggests a robust demand in the motorcycle market [1] Industry Analysis - The data is sourced from the China Automotive Industry (Motorcycle) Production and Sales Quick Report, indicating a reliable basis for the growth statistics [2] - The report by Zhiyan Consulting provides a comprehensive market assessment and development strategy for the motorcycle industry in China from 2026 to 2032, emphasizing the industry's potential for future growth [2]